Strategic Consulting & Planning

Strategic Consulting & Planning


Business Consulting

Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever your needs, we can help you grow and manage your business.


Incorporation And New Business Analysis

Whether it is a new corporation, partnership, or LLC, we will advise you on the advantages and disadvantages of the different types of entities you can choose, and guide you through the process necessary to get up and running.  Our firm can assist in market evaluations for new business and business valuations for the purchase of an existing business.

Financial Forecast And Projections

We provide complete financial and business forecasting services, including pro-forma projections. We can also create customized “What If” planning scenarios to help management foresee and plan for unexpected business contingencies.


Personal Financial Planning

Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. Whatever the state of the economy, we are deeply concerned about the personal financial status of our clients.


To help you invest wisely, put aside what you’ll need for retirement, fund the kids’ education, keep yourself out of debt, and plan your estate, we work with a team of financial planners and attorneys who can guide you towards the best decisions depending on your time horizon, your tolerance for risk, and your current and future financial goals.